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IFP Advisors’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

IFP Advisors’s Portfolio SPYC Stock Details SPYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-35
Closed -$1.38K – 5273
2026
Q1 		$1.38K Hold
35
– – ﹤0.01% 4084
2025
Q4 		$1.5K Hold
35
– – ﹤0.01% 3940
2025
Q3 		$1.5K Hold
35
– – ﹤0.01% 3802
2025
Q2 		$1.45K Sell
35
-1,675
-98% -$63.3K ﹤0.01% 4048
2025
Q1 		$58.9K Hold
1,710
– – ﹤0.01% 1819
2024
Q4 		$64K Sell
1,710
-260
-13% -$10.1K ﹤0.01% 1701
2024
Q3 		$74.4K Hold
1,970
– – ﹤0.01% 1543
2024
Q2 		$71.4K Hold
1,970
– – ﹤0.01% 1510
2024
Q1 		$69K Sell
1,970
-85
-4% -$2.78K ﹤0.01% 1455
2023
Q4 		$63.4K Sell
2,055
-447
-18% -$12.9K ﹤0.01% 1445
2023
Q3 		$69.6K Sell
2,502
-8,487
-77% -$247K ﹤0.01% 1426
2023
Q2 		$320K Sell
10,989
-16,888
-61% -$465K 0.01% 815
2023
Q1 		$693K Sell
27,877
-1,569
-5% -$41.4K 0.03% 491
2022
Q4 		$731K Sell
29,446
-20,416
-41% -$529K 0.02% 741
2022
Q3 		$1.24M Sell
49,862
-280
-0.6% -$7.74K 0.03% 570
2022
Q2 		$1.24M Hold
50,142
– – 0.04% 510
2022
Q1 		$1.24M Sell
50,142
-2,779
-5% -$88.3K 0.04% 510
2021
Q4 		$1.83M Buy
52,921
+2,462
+5% +$81.6K 0.04% 292
2021
Q3 		$1.55M Buy
50,459
+11,866
+31% +$377K 0.03% 310
2021
Q2 		$1.18M Buy
38,593
+9,320
+32% +$280K 0.02% 343
2021
Q1 		$830K Sell
29,273
-23,783
-45% -$662K 0.02% 388
2020
Q4 		$1.43M Buy
+53,056
New +$1.36M 0.06% 267

Other funds holding SPYC

AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
E
EntreWealth Austin, Texas $270M AUM 17.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
MWAM
Manhattan West Asset Management Los Angeles, California $599M AUM 19.96% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

IFP Advisors's SPYC Position: Q2 2026 in Review

IFP Advisors sold out of Simplify US Equity PLUS Convexity ETF (SPYC) in Q2 2026, closing a stake of 35 shares — an estimated $1.38K sold.

IFP Advisors first reported a position in SPYC in Q4 2020 and held it in 22 quarters. The position peaked at $1.83M in Q4 2021. 37 funds tracked by Wall St. Rank hold SPYC as of Q2 2026.

  • IFP Advisors reported no remaining Simplify US Equity PLUS Convexity ETF position as of Q2 2026 after selling out during the quarter.
  • IFP Advisors sold 35 Simplify US Equity PLUS Convexity ETF shares in Q2 2026, an estimated $1.38K.
  • IFP Advisors first reported a position in Simplify US Equity PLUS Convexity ETF in Q4 2020 and held it in 22 quarters.
  • IFP Advisors's Simplify US Equity PLUS Convexity ETF position peaked at $1.83M in Q4 2021.
  • 37 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.